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Management Functions

Welcome to the feedback forum for Clover Management Functions. Please share your ideas for how we can update our Clover management software to help merchants run their business simply and easily. Specifically, this forum should only include ideas surrounding built in management functions (feedback on business management apps should be included in the Apps/App Marketplace forum). We are listening and we use this feedback to prioritize our roadmap.


Here are quick descriptions of each category so that you can easily locate and post ideas in the correct place!


1. Clover Dashboard Functionality: Share your thoughts on how the Clover Dashboard as a whole can function more effectively. 

2. Restaurant Menus and Clover Dining: Share your thoughts on all functions that specifically have to do with Clover Dining such as Clover’s built-in menu creation feature.

3. E-Commerce Management/Clover Online Ordering: Please include all your feedback and suggestions for enhancing Clovers e-commerce management software including Clover Online Ordering.

4. Inventory/Order Management: Please include all your feedback and suggestions for enhancing Clovers inventory management software.

5. Receipt Management: Provide ideas related to order receipts here including kitchen receipts, customer receipts and merchant copies. Tell us how Clover can enhance the processing of, information on, and appearance of various types of receipts.

6. Employee Management: Please include all your feedback and suggestions for enhancing Clovers employee management software. This includes permissions, viewing and editing employee roles, employee satisfaction, scheduling, owner access and more. If you have tipping suggestions, please include these ideas in the Tipping category of the Taking Payments forum.

7. Software Plans: Here you can provide feedback on Clover’s software plans. Please specify which plan your idea is featuring (Table Service Restaurants, Counter Service Restaurants, Register, Essentials, Payments).

8. Other Management Suggestions: Place your idea here if you have feedback that does not fit in any of the other forum categories.


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1116 results found

  1. We have multiple locations, but utilize the same employees at those locations. We need the ability to enter an employee once at the Multi-Location level and have the ability to select which location they need to be authorized for. Right now we have to enter the same employee at each location, which is time consuming and the margin for error is greater in not getting Access Code, Role etc the same in each place.

    3 votes

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  2. When i create Items with variants and use export import to my other locations
    they transfer as normal items not as they created as a variant item
    also when u need to update name on a variant item u cannot
    you need to delete it and create it all over again as the name section is dimmed
    please help

    1 vote

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  3. Clover register needs scanned items counting numbers. So cashier can see how many items were scanned total before checkout.

    1 vote

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  4. Clover online APP
    Customer can't add quantity on Modifier

    Can you please allow to add quantity on any Modifier as example:

    Green Sauce +$0.30 1 +

    3 votes

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  5. Merchants that manually settle need the ability to delete the batch if they forget to settle for days or weeks on end. this will prevent additional interchange fees due to late presentment and unnecessary chargebacks

    1 vote

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  6. We need the ability to use the app to LOG OUT staff who forgot to log out and LOG IN staff who forgot to log in. Make life easier and have less payroll issues.

    1 vote

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  7. It would be nice to be able to download the staff - codes - roles to excel. So we can easily see user codes. We have staff that works at two of our companies and it would be nice to easily see what codes they are using to build in other companies.
    Or if we have linked companies ..... have an option to build them in more then one company at time of building.

    1 vote

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  8. We need the ability to add a revenue class to a new inventory item directly from device. I've seen this requested as far back as 2021 but it is still not an option. Revenue classes are vital to inventory management and reporting and so it makes no sense that they can only be added through the dashboard. This is very cumbersome and unnecessary. It would be so easy to add "revenue class" as an input option on the "add item" screen on the device and it would save a huge amount of frustration and time on the user end.

    3 votes

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  9. Items like services do not need to be counted as inventory, only the sales need to be tracked. It would be really handy to be able to mark items as Non-Inventory (all the same functions for price, cost, etc as usual) and still have them as a sellable item. Services are not inventory!

    1 vote

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  10. Customer accounts should be able to be tagged as Tax Exempt so that we don't have to be reminded every time we ring a particular customer up - especially when we are selling to companies and schools with an exemption.

    1 vote

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  11. Allow merchants to send refund receipts via dashboard.

    2 votes

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  12. It would be good to not allow duplicate items to be keyed into the hardware.
    I spend a lot of time editing existing clover inventory/menu export lists.
    Clover allows merchants to key in duplicate items form the hardware but you cannot import this inventory list into another location because you will get an error.

    1 vote

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  13. Hello,

    I wanted to know if you can add a expiry option where products are added. I have a retail store For A Dollar Plus in Lititz Pennsylvania, and have over 5,000 items, and probably 2,500 or more have an expirey date. If it was an option then I can view products expirey dates in Inventory Report. Currently, I have to check products manually.

    I would really appreciate it if this can be added to Clover.

    Thank you,
    Salmon

    2 votes

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  14. Managers and up should be allowed to change the customer after an order is placed without having to refund the order. Sometimes orders are processed under the wrong name, we shouldn't have to perform a refund and then process the order again to change the customer.

    1 vote

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  15. As a restaurant operator I find it absolutely horrifying and an immense oversight that my employees can process transactions under their own credentials without being clocked in. As a result, these transactions do not appear on the shifts report, but do appear in both the transactions and reporting apps. We hold our credit card tips, as such the employees rely on the shifts report in order to determine how much card tip they are owed and how much cash they must turn in to the house (their total cash sales).

    This week I was short, twice, because the "pop-up" to…

    2 votes

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  16. When managing multiple locations with the same inventory and discounts it is extremely time consuming to be able to enter/manage discounts as they have to be entered individually under each Location. I would like for the discounts to be added to the Multi-Location dashboard like the Items etc are - with the ability to enter the discount 1 time and select which location it will apply to or at the location level be able 'select/unselect' which of the discounts apply to that location.

    2 votes

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  17. When using the Multi-Location Dashboard Inventory we are consistently having to make updates to locations and other attributes multiple times before the change is actually saved to the item. Many times I have to make a change at each location before it will accept the updates.

    Additionally, having ALL the functionality at the multi location level that we have at the individual location level - many things have to be done at the location level and with multiple locations have to make the same change multiple times is very time consuming.

    2 votes

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  18. I do like that now it is possible to color code a category -- and thru the dashboard, choose to have that color to apply to all items in that category. HOWEVER -- if you add a new item to a category, it does NOT automatically become that color! You have to go back, every single time, and then click a bunch of stuff to make each new item your color. Point is -- if I want all beers in my 16oz. Pint category to be orange -- then let my choice persist! If I add a new beer to…

    1 vote

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  19. When an order is placed that is transferred to a different server the order gets fired a second time which causes confusion in the kitchen during busy periods.

    2 votes

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  20. This option will allow multiple units of the same modifier option to be selected when ordering. Uber Eats already has this option.
    E.g. our family pack comes with 8 drinks and 3 appetizers. at the moment the customer can choose the options they want but not the quantity. for example the can choose Diet Coke and Fanta which will result in us sending them 4 of each, If the want 2 Diet Cokes and 6 Fanta, they will have to write a note which is inconvenient.

    3 votes

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